Sustainable Insight Capital Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,363
| Closed | -$2.42M | – | 69 |
|
|
2023
Q4 | $2.42M | Sell |
6,363
-2,350
| -27% | -$893K | 1.97% | 15 |
|
|
2023
Q3 | $2.87M | Buy |
+8,713
| New | +$2.87M | 2.82% | 15 |
|
|
2023
Q2 | – | Sell |
-6,524
| Closed | -$2M | – | 55 |
|
|
2023
Q1 | $2M | Buy |
6,524
+1,724
| +36% | +$528K | 2.01% | 14 |
|
|
2022
Q4 | $1.49M | Buy |
4,800
+1,739
| +57% | +$541K | 1.69% | 12 |
|
|
2022
Q3 | $771K | Buy |
3,061
+1,858
| +154% | +$468K | 0.9% | 34 |
|
|
2022
Q2 | $296K | Hold |
1,203
| – | – | 0.29% | 77 |
|
|
2022
Q1 | $361K | Hold |
1,203
| – | – | 0.26% | 67 |
|
|
2021
Q4 | $363K | Sell |
1,203
-381
| -24% | -$115K | 0.19% | 63 |
|
|
2021
Q3 | $418K | Hold |
1,584
| – | – | 0.27% | 54 |
|
|
2021
Q2 | $394K | Buy |
1,584
+26
| +2% | +$6.47K | 0.23% | 75 |
|
|
2021
Q1 | $362K | Hold |
1,558
| – | – | 0.24% | 70 |
|
|
2020
Q4 | $303K | Buy |
+1,558
| New | +$303K | 0.21% | 77 |
|
|
2020
Q1 | – | Sell |
-1,510
| Closed | -$252K | – | 65 |
|
|
2019
Q4 | $252K | Hold |
1,510
| – | – | 0.26% | 45 |
|
|
2019
Q3 | $222K | Hold |
1,510
| – | – | 0.25% | 43 |
|
|
2019
Q2 | $219K | Buy |
+1,510
| New | +$219K | 0.26% | 45 |
|